Connect Plumsail Documents and Relate to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Plumsail Documents with Relate - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Process Finished" from Plumsail Documents.

Add your action

An action happens after the trigger—such as "Add Contact Entry to List" in Relate.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Relate, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Process Name
  Required
Trigger
Instant
Try It
- PDF file
  Required
- Password
Action
Write
- CSV file
  Required
- Use first line as headers
- Delimiter
- Rows Count
- Mapppings
- Locale
Action
Write
- DOC file
  Required
Action
Write
- Archive file
  Required
- Password
- Include Folders
Action
Write

- Data
  Required
- Template file
  Required
- Output type
- Locale
- Timezone
- Template engine
  Required
Action
Write
- Data
  Required
- Template file
  Required
- Password
Action
Write

- Data
  Required
- Template file
  Required
- Output type
- Locale
- Timezone
Action
Write
- PDF file
  Required
- Password
Action
Write
- HTML file
  Required
- Margins
- Paper Size
- Orientation
- Header HTML file
- Footer HTML file
Action
Write
- PDF file
  Required
- Image content
  Required
- Watermark position
- Opacity
- Watermark image width
- A new height for the image that will be using for watermark
- Auto scale
- X coordinate
- Y coordinate
- Start page
- End page
- Pages
- Password
- PDF owner password
Action
Write
- JSON file
- JSON data
- Mapppings
- Path to JSON array
- Locale
Action
Write
- Files
  Required
- Preserve Bookmarks
Action
Write
- PDF file
  Required
- Password
Action
Write
- PDF file
  Required
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF file
  Required
- Result Type
- Start Page
- End Page
- Password
Action
Write
- PPTX file
  Required
Action
Write
- File
  Required
- Enable printing
  Required
- Enable modification
  Required
- Enable extract data
  Required
- Enable annotate
  Required
- PDF owner password
- PDF user password
- Current password
Action
Write
- Regular expression pattern
  Required
- String to search for matches
  Required
- Replacement string
Action
Write
- Process Name
  Required
Action
Write
- PDF file
  Required
- Text content
  Required
- Rotation
- Font
- Bold
- Italic
- Text Align
- Font Size
- Color
- Watermark position
- Opacity
- X coordinate
- Y coordinate
- Start page
- End page
- Password
- PDF owner password
Action
Write
- XLS file
  Required
Action
Write
Contact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
Trigger
Instant
Try It
Deal Created
Triggers when a new deal is created. Return deal data with custom fields.
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated. Return deal data with custom fields.
Trigger
Instant
Try It
Entry Deleted
Triggers when a entry is deleted. Return contact data with fields.
Trigger
Instant
Try It
Organization Created
Triggers when a new organization is created. Return organization data with custom fields.
Trigger
Instant
Try It
Note Created
Triggers when a new note is created. Return note data with custom fields of related lead.
Trigger
Instant
Try It
Pipeline Stage Updated
Triggers when a pipeline stage is updated. Return deal data with custom fields.
Trigger
Instant
Try It
- List ID
  Required
- Contact ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- List ID
  Required
- Organization ID
  Required
- Contact ID
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Organization
  Required
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal Value
  Required
- Deal Value Period
  Required
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Write
- Organization Name
  Required
- Organization Website
- Organization Description
- Organization Assignee
Action
Write
- Organization
- Contact
- Name
- New Name
- New Title
- Email
- New Email
- Phone
- New Phone
Action
Write
- Deal
  Required
- New Contact
- New Deal Assignee
- New Deal Assignee Email
- New Pipeline Stage
- New Pipeline Name
- New Pipeline Stage Name
- New Prospect Status
- New Prospect Status Name
- New Deal Value
- New Deal Value Period
- New Deal Note
Action
Write
- Organization Name
  Required
- New Organization Name
- Organization Website
- Organization description
- Organization Assignee
Action
Write
- Contact Name
- Email
- Phone
- Contact ID
Action
Search
- List ID
  Required
- Contact ID
  Required
Action
Search
- Organization ID
- Organization Name
- Author email
- Note body
Action
Search
- Contact Name
- Contact Email
- Contact Phone
- Contact ID
- Organization ID
- Contact Title
Action
Search or write
- Organization ID
  Required
- Organization Name
- Author email
- Note body
  Required
- Author ID
Action
Search or write

- File to convert
  Required
Action
Write
- File name
  Required
- Password
- Files
  Required
Action
Write
- DOCX file
  Required
Action
Write
- Email file
  Required
- Merge Attachments
Action
Write
- PDF file
  Required
- JSON data
  Required
- Lock form fields
- Password
Action
Write
- Data
  Required
- Template file
  Required
Action
Write
- Data
  Required
- Template file
  Required
- Locale
- Timezone
Action
Write
- Data
  Required
- Template file
  Required
- Output type
- Locale
- Timezone
Action
Write
- Raw HTML
- HTML file
- Margins
- Size
- Orientation
- Decode HTML
Action
Write
- Images
  Required
- Image Per Page
Action
Write
- JSON file
- JSON data
- Delimiter
- Path to JSON array
- Locale
Action
Write
- Files
  Required
- Apply header and footer
- Add page break
Action
Write
- Content of CSV document
  Required
- Delimiter
- Rows Count
- Use first line as headers
- Locale
Action
Write
- PDF file
  Required
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF file
  Required
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF file
  Required
- Overlay file
  Required
- Overlay layer
- Start page
- End page
- Pages
Action
Write
- PPT file
  Required
Action
Write
- Regular expression pattern
  Required
- String to search for matches
  Required
Action
Write
- Regular expression pattern
  Required
- String to search for matches
  Required
Action
Write
- PDF file
  Required
- Split type
  Required
- Filename Prefix
- Password
Action
Write
- XLSX file
  Required
Action
Write
Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Trigger
Instant
Try It
Deal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
Trigger
Instant
Try It
Deal Deleted
Triggers when a deal is deleted. Return deal data with custom fields.
Trigger
Instant
Try It
Entry Created
Triggers when a new Entry is created. Return entry data with fields.
Trigger
Instant
Try It
Entry Updated
Triggers when a contact is updated. Return contact data with fields.
Trigger
Instant
Try It
Organization Deleted
Triggers when an organization is deleted. Return organization data with custom fields.
Trigger
Instant
Try It
Note Deleted
Triggers when a note is deleted. Return note data with custom fields of related lead.
Trigger
Instant
Try It
- List ID
  Required
- Contact ID
  Required
Action
Write
- List ID
  Required
- Organization ID
  Required
- Contact ID
Action
Write
- Organization ID
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
Action
Write
- Organization ID
  Required
- Author ID
- Author email
- Note body
  Required
Action
Write
- Company Name
  Required
- Company Website
- Company Description
- Organization Assignee
- Contact Name
  Required
- Contact Title
- Contact Email
  Required
- Contact Phone
- Note
- Deal Assignee
- Pipeline Stage
- Prospect Status
- Deal Value
- Deal Note
Action
Write
- List ID
  Required
- ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Note ID
- New note body
Action
Write
- List ID
  Required
- ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Organization ID
- Organization Name
Action
Search
- List ID
  Required
- Organization ID
  Required
Action
Search
- Organization Name
- Match Mode
- Organization ID
Action
Search
- Organization
  Required
- Organization Name
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal Value
  Required
- Deal Value Period
  Required
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Search or write
- Organization Name
  Required
- Match Mode
- Organization ID
- Organization Website
- Organization Description
- Organization Assignee
Action
Search or write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Plumsail Documents and Relate to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Plumsail Documents on the Zapier blog

Make work flow with AI

Level up your Plumsail Documents to Relate integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn moreLearn moreHelpHelp

Related categories

Documents

About Relate

Relate is a simple collaborative sales and CRM software.

HelpHelp